Tools and Links

The Tools and Links page is designed to empower you. We’ve included downloadable forms to assist you in gathering information for the preparation of your individual or business tax return. These downloadable forms are general templates. We may require additional and specific information. Also, we’ve included links to websites that speak directly to business and personal finances, including the IRS and Tax Almanac.

Forms

Client Info Sheet
New clients will find this helpful, as it provides us with essential contact information.

Client Engagement Letter for Individual Tax Returns
This letter clarifies the tax preparation services we provide (and outlines those we do not). We follow the standards set up by the Accounting Profession, which require clients to sign an engagement letter for all types of services.

Year End Tax Checklist
This form is a general questionnaire for tax and financial information relevant to the preparation of your tax return.

Schedule C Worksheet
This form is designed to assist sole proprietors in gathering relevant income and expense items for the preparation of tax returns.

Schedule E Worksheet
This form is designed to assist individuals who own rental property in gathering relevant income and expense items for the preparation of tax returns.